Shoprite Holdings Ltd (SHP) — Strategic Asset Allocation Index
Shoprite Holdings Ltd (SHP) has a Strategic Asset Allocation Index of 165.1% as of June 2023. Strategic assets (PP&E of ZAC43.38 Billion plus long-term investments of ZAC-) total ZAC43.38 Billion, measured against net assets of ZAC26.28 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SHP net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Shoprite Holdings Ltd Strategic Asset Allocation Index (2014–2023)
This chart shows how Shoprite Holdings Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 165.1%, representing strategic assets of ZAC43.38 Billion against net assets of ZAC26.28 Billion ZAC. For live market cap and overall valuation, see SHP stock market capitalisation.
Annual Strategic Asset Allocation Index for Shoprite Holdings Ltd (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Shoprite Holdings Ltd from 2014 to 2023, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See what is Shoprite Holdings Ltd's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 165.1% | ZAC43.38 Billion | ZAC43.38 Billion | ZAC- | ZAC26.28 Billion | ▲ +6.9 pp |
| 2022 | 158.2% | ZAC40.54 Billion | ZAC40.54 Billion | ZAC- | ZAC25.63 Billion | ▼ -6.4 pp |
| 2021 | 164.6% | ZAC34.89 Billion | ZAC34.89 Billion | ZAC- | ZAC21.20 Billion | ▼ -12.6 pp |
| 2020 | 177.2% | ZAC35.42 Billion | ZAC35.42 Billion | ZAC- | ZAC19.99 Billion | ▲ +25.5 pp |
| 2019 | 151.7% | ZAC39.70 Billion | ZAC37.19 Billion | ZAC2.52 Billion | ZAC26.18 Billion | ▲ +66.8 pp |
| 2018 | 84.8% | ZAC23.31 Billion | ZAC21.22 Billion | ZAC2.09 Billion | ZAC27.48 Billion | ▲ +13.7 pp |
| 2017 | 71.2% | ZAC19.75 Billion | ZAC18.41 Billion | ZAC1.34 Billion | ZAC27.75 Billion | ▼ -8.3 pp |
| 2016 | 79.4% | ZAC17.00 Billion | ZAC16.91 Billion | ZAC95.00 Million | ZAC21.40 Billion | ▼ -1.7 pp |
| 2015 | 81.2% | ZAC15.55 Billion | ZAC15.37 Billion | ZAC178.00 Million | ZAC19.16 Billion | ▲ +1.7 pp |
| 2014 | 79.4% | ZAC13.73 Billion | ZAC13.58 Billion | ZAC155.00 Million | ZAC17.28 Billion | — |